
Mizuho Markets Cayman LP Shifts Major Holdings
Mizuho Markets Cayman LP remained actively adjusting its equity portfolio in Q1 2026, cutting its stake in the iShares 1-3 Year Treasury Bond ETF by 55.8% and selling 822,100 shares, while adding to positions in ARM Holdings, HA Sustainable Infrastructure Capital, Applied Materials, and Automatic Data Processing. Notable moves include a 900,000-share purchase in HA Sustainable Infrastructure Capital, a rise to 31,654 ARM shares, 28,465 AMAT shares after a 14,199-share purchase, and a new 7,336-share stake in ADP.
Business · 19 sources · Jul 23, 2026Read itThe journal
Open the journal →The conversation starts in the journal — be the first to post.
About Applied Materials
Applied Materials, Inc. is an American corporation that supplies equipment, services and software for the manufacture of semiconductor chips for electronics, flat panel displays for computers, smartphones, televisions, and solar products. The company also supplies equipment to produce coatings for flexible electronics, packaging and other applications. The company is headquartered in Santa Clara, California, and is the second largest supplier of semiconductor equipment in the world based on revenue behind Dutch company ASML.
Everything about Applied Materials →- Country
- United States
- Headquarters
- Santa Clara
- Inception
- 1967
- Website
- https://www.appliedmaterials.com/